FIB

First Interstate Bank Portfolio holdings

AUM $1.81B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$480M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$2.93M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.57M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$6.51M
2
+$4.91M
3
+$1.62M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$831K
5
SNY icon
Sanofi
SNY
+$410K

Sector Composition

1 Technology 15.41%
2 Financials 14.6%
3 Healthcare 12.83%
4 Consumer Staples 12.16%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3K ﹤0.01%
720
677
$3K ﹤0.01%
42
678
$3K ﹤0.01%
140
+30
679
$3K ﹤0.01%
23
680
$3K ﹤0.01%
87
681
$3K ﹤0.01%
125
682
$3K ﹤0.01%
100
683
$3K ﹤0.01%
77
-21,328
684
$3K ﹤0.01%
+35
685
$3K ﹤0.01%
+32
686
$3K ﹤0.01%
245
687
$3K ﹤0.01%
369
688
$3K ﹤0.01%
36
689
$3K ﹤0.01%
154
690
$3K ﹤0.01%
52
691
$2K ﹤0.01%
39
692
$2K ﹤0.01%
100
693
$2K ﹤0.01%
100
-208
694
$2K ﹤0.01%
30
695
$2K ﹤0.01%
62
696
$2K ﹤0.01%
+10
697
$2K ﹤0.01%
249
698
$2K ﹤0.01%
50
699
$2K ﹤0.01%
100
700
$2K ﹤0.01%
50
26 27
28
29 30